The Quick Search function in Q360 allows users to easily locate records by using one of several specific inputs.
- Open the Quick Search form located at File menu > Quick Search. The Quick Search form will open in a new window. Note: you may also use the Quick Search field in the bottom right corner of the Q360 window to open the same form
- Using the Enter Nickname or Key field, enter the item you are looking for – you may enter a Customer name or number, a Contact name, a Task number, Project number, Tracking number, Nickname, or one of various other key words. If you do not wish to type the complete word or name (or are not sure of the spelling), you may use the % wildcard to return all results that contain the part of the word or name that you enter. For example, %Sm would return Smith, Smythe, and Smoky Mountain Inc. See additional information regarding wildcard use in Q360
- Click the Search button or press the Enter key. A Search Results grid will populate based on your search term
- To further refine the search results, you may use the Filters tab. By default, all checkboxes will be checked to provide the widest range of returned results. Uncheck any boxes unrelated to what you are looking for and click OK. Using this filter method, you may save your search criteria as a default filter that will be used the next time you search for something
- Alternatively, you may use the Filter (Funnel) icon on the grid to narrow your results
Note: many individual forms also have a search field, located at the top of the form. In the input field, enter the information you have and select the relevant field to search from the drop down menu to the right of the input field. To see all, click the gray button next to the input field and all records will display. The Active Only checkbox determines whether all records (or Active records only) will be displayed.
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